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    Financial Planner - Sydney, Australia - Talent International

    Talent International
    Talent International Sydney, Australia

    Found in: Talent AU C2 - 1 hour ago

    talent international background
    Full time
    Description

    Our financial advisory client specialising in SMSF is in the process of an M&A to build out their Financial Planning offering and is looking for a Financial Planner to join their team on a permanent basis. This is an excellent growth opportunity with succession plans in place and a desk of warm leads to start off with.

    Responsibilities:

    • Conduct comprehensive financial assessments for clients, including analysing assets, liabilities, cash flow, and risk tolerance.
    • Develop personalized financial plans that align with clients' goals, objectives, and risk profiles.
    • Provide expert advice on investment strategies, retirement planning, tax optimization, estate planning, and other financial matters.
    • Monitor clients' financial progress and adjust plans as needed to accommodate changing circumstances or market conditions.
    • Educate clients on financial concepts, investment options, and regulatory requirements to empower them to make informed decisions.
    • Collaborate with other professionals, such as attorneys, accountants, and insurance agents, to coordinate holistic financial solutions for clients.

    Qualifications:

    • Bachelor's degree in finance, economics, business, or a related field (Master's degree or CFP certification preferred).
    • Financial Planning certification
    • 4+ years experience in financial planning, wealth management, or a related role.
    • Strong understanding of investment products, financial markets, and regulatory requirements.
    • Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
    • Analytical mindset with a keen attention to detail and the ability to interpret complex financial data.
    • Proficiency in financial planning software and Microsoft Office Suite.
    • Commitment to upholding ethical standards and fiduciary responsibilities.

    Apply today to be considered for this exciting opportunity

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